§ 13F · FUND PROFILE
Mill Road Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 25Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVRI | ENVIRI CORP | 2.09M | $41M | 21.5% | ±0% |
| 2 | MG | MISTRAS GROUP INC | 1.87M | $28M | 14.5% | +12% |
| 3 | ALTG | ALTA EQUIPMENT GROUP INC | 4.37M | $23M | 12.3% | +2% |
| 4 | GO | GROCERY OUTLET HLDG | 2.37M | $17M | 8.8% | +139% |
| 5 | BZH | BEAZER HOMES USA INC | 838K | $16M | 8.4% | ±0% |
| 6 | BXC | BLUELINX HLDGS INC | 135K | $7M | 3.8% | ±0% |
| 7 | QNST | QUINSTREET INC | 519K | $6M | 3.3% | ±0% |
| 8 | LCUT | LIFETIME BRANDS INC | 1.07M | $6M | 3.2% | ±0% |
| 9 | BWMN | BOWMAN CONSULTING GROUP LTD | 210K | $6M | 3.1% | NEW |
| 10 | RSVR | RESERVOIR MEDIA INC | 561K | $5M | 2.9% | −45% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILL SIGNAL
AC read
Mill Road Capital Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed